Setting Up Account Groups

Understanding the Account Hierarchy

The Account Hierarchy is a fundamental concept in the platform that affects nearly every function available. It is designed to be flexible enough to be able to reflect the hierarchical structure of most businesses and organisations, from upper management to entry-level employees. The result is a ...

How to Manage Account Details

Accessing "My Details"v2 changesIf you want to change your personal details such as email address, name or other such fields, you can do so by accessing your profile menu in the platform header. Click or Tap your profile image to open up the menu, and then select My DetailsTip: Some fields may be...

Changing Role Names and Abbreviations

The names and abbreviations of (all) Roles are able to be changed within the platform, via the Languages tool. This allows you to update the default names and abbreviation, to better reflect that of your organisations'. Please refer to the below instructions on how to change your Role names and a...

Adding Account Groups

Accounts can be organised into an unlimited number of Account Groups,  for each of the six (6) Roles in the platform.The process for adding these groups is described below.Creating Additional Account Groups1. Go to System → Account Groups2. Click on the New Group button3. Enter a 'Name' for the g...

Changing Group Names

The names of (all) Account Groups are able to be changed within the platform - at both world & national level. This allows you to update the default account group hierarchy names, to better reflect that of your organisations'. Please refer to the below instructions on how to change your Account G...